Jessica Laferrera is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and having 17 years of industry experience. She has been with MassMutual Investors Services since 2017 and previously worked at MetLife Securities Inc. and Massachusetts Mutual Life Insurance Company. Laferrera also serves as co-trustee of the Dennis A Dahl and Carolyn Dahl Trust. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using firm-approved tools and offers specialized services such as divorce planning and estate settlement.

Megan Conwell is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 66 licenses and nine years of industry experience. Her prior roles include positions at Principal Securities, Principal Life Insurance, Chubb/Combined Employee Benefits, New York Life, and Klatt Group Insurance Sales. In addition to her advisory work, she serves on the finance council for a church-related radio station and works as an insurance broker specializing in life, fixed life, annuities, long-term care, disability, group benefits, and property & casualty insurance. MassMutual Investors Services, LLC provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars with a structured, collaborative financial planning process.

David Tressler is a CFP® and ChFC® with 46 years of industry experience. He has been with Equitable Advisors since 1999, following prior tenure at Axa Advisors. Outside of his advisory role, Tressler serves as a committee member at the University of South Alabama, participates in the Mobile Lions Club, and is a board member of the South Alabama Foundation for the Intellectually Disabled. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a range of advisory programs and partners with third-party asset managers and LPL-sponsored platforms to deliver tailored investment solutions.

Dillon Smith is a CFP®-certified financial advisor with 10 years of industry experience. He is currently with Mass Mutual Investors Services and has previous experience at Pruco Securities, LLC and The Prudential Insurance Company of America. He is also the owner of Dillon Smith Endeavors, LLC and works as an insurance broker in health insurance. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual that provides financial planning and asset management services to individuals, business owners, and other clients. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and also provides event-driven planning programs such as estate settlement and employer-sponsored planning.

Tera Wiggins is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. Her career includes roles at Mass Mutual Life Insurance and METLIFE Securities Inc. She also maintains an individual insurance brokerage focusing on life and health insurance products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, and charitable organizations, utilizing firm-approved software and a collaborative planning approach.

Lezli Thomason is a financial advisor at Edward Jones in Foley, Alabama, holding a Series 66 designation with three years of industry experience. Prior to her career in finance, she worked for seven years at Ferrell Family Dental. Outside of her advisory role, she is involved in retail through Diamond Jewelers in Gulf Shores, Alabama, where she contributes seasonally by assisting with sales and jewelry care. Edward Jones is a full-service wealth management firm serving a broad client base including individuals, institutions, and charitable organizations. The firm offers a wide range of advisory strategies and maintains a large national network of advisors and branch offices.

Douglas Hillis is a financial advisor with Edward Jones in Gulf Shores, AL, holding a Series 66 designation and having 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Mc Daniel is a financial advisor at Edward Jones with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2011. Outside of his advisory role, he is involved in silica production through a business in Conroe, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Derek Stanley is a CFP® professional with 17 years of experience currently with Wells Fargo Advisors in Fort Worth, TX. He has worked within various Wells Fargo entities since 2009. Outside of his advisory role, he has ownership interests in investment-related businesses including STANFAM INVESTMENTS LLC and Stannum Capital. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory services with other financial product offerings and referral channels.

Christopher Roper is a financial advisor with Ameriprise in Gulf Shores, Alabama, holding a Series 66 designation and 25 years of industry experience. His prior work includes roles at Edward Jones and Ameriprise Financial Advisors Inc. He has been with Ameriprise since 2017. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Mindy Hammond is a financial advisor with Ameriprise in Orange Beach, AL, holding a Series 63 designation and 26 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory work, she owns Blessed Holdings LLC, which operates a hair salon and wellness spa. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency strategies to deliver customized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

David Bedford is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 63 designation and 42 years of industry experience. He has been with Raymond James since 2009. Bedford is also the CEO of Bedford Financial Group, Inc., a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting that incorporates risk profiling and analytical modeling to support client goals.

Karol Heredia is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. Heredia has worked at Cetera and its affiliate firms since 2018 and has a background that includes nine years at Regions Bank. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with various program options and custodial arrangements.

Leeda Dublo is a financial advisor with Morgan Stanley, holding Series 65 and Series 63 licenses and bringing 28 years of industry experience. Her career includes roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022, and prior experience at Fifth Third Securities from 2008 to 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations, to assist clients in financial decision-making.

Gregory Michaels is a financial advisor with Edward Jones in Orange Beach, AL. He holds a Series 63 designation and has 20 years of industry experience, including over two decades at Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors and more than 15,000 branch offices.